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Baldwin Investment Management’s Paychex PAYX Stock Holding History

Baldwin Investment Management’s Portfolio PAYX Stock Details PAYX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,650
Closed -$231K – 206
2024
Q4 		$231K Hold
1,650
– – 0.03% 192
2024
Q3 		$221K Sell
1,650
-895
-35% -$114K 0.03% 203
2024
Q2 		$302K Sell
2,545
-1,300
-34% -$159K 0.04% 180
2024
Q1 		$472K Sell
3,845
-855
-18% -$104K 0.06% 157
2023
Q4 		$560K Sell
4,700
-1,250
-21% -$148K 0.09% 132
2023
Q3 		$686K Sell
5,950
-50
-0.8% -$6.03K 0.11% 114
2023
Q2 		$671K Sell
6,000
-200
-3% -$21.9K 0.11% 123
2023
Q1 		$710K Buy
6,200
+115
+2% +$13.1K 0.13% 116
2022
Q4 		$703K Sell
6,085
-50
-0.8% -$5.85K 0.13% 112
2022
Q3 		$688 Buy
6,135
+219
+4% +$27.1K 0.14% 105
2022
Q2 		$674 Sell
5,916
-709
-11% -$89K 0.13% 116
2022
Q1 		$904 Buy
6,625
+1,100
+20% +$135K 0.14% 112
2021
Q4 		$754 Sell
5,525
-50
-0.9% -$6.18K 0.12% 127
2021
Q3 		$627K Hold
5,575
– – 0.11% 136
2021
Q2 		$598K Sell
5,575
-300
-5% -$30.2K 0.1% 138
2021
Q1 		$576K Hold
5,875
– – 0.11% 137
2020
Q4 		$547K Buy
5,875
+300
+5% +$26.6K 0.11% 135
2020
Q3 		$445K Buy
+5,575
New +$419K 0.1% 133

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baldwin Investment Management's PAYX Position: Q1 2025 in Review

Baldwin Investment Management sold out of Paychex (PAYX) in Q1 2025, closing a stake of 1,650 shares — an estimated $231K sold.

Baldwin Investment Management first reported a position in PAYX in Q3 2020 and held it in 18 quarters. The position peaked at $710K in Q1 2023. 1,702 funds tracked by Wall St. Rank hold PAYX as of Q1 2025.

  • Baldwin Investment Management reported no remaining Paychex position as of Q1 2025 after selling out during the quarter.
  • Baldwin Investment Management sold 1,650 Paychex shares in Q1 2025, an estimated $231K.
  • Baldwin Investment Management first reported a position in Paychex in Q3 2020 and held it in 18 quarters.
  • Baldwin Investment Management's Paychex position peaked at $710K in Q1 2023.
  • 1,702 funds tracked by Wall St. Rank held Paychex as of Q1 2025.

Based on Baldwin Investment Management's 13F filing for Q1 2025, filed 7 May 2025.